Commit graph

5 commits

Author SHA1 Message Date
Oriol Roqué Paniagua
151bb46182 Merged PR 4107: First version of accounting aggregations
# Description

Creates a seed to define how to aggregate the different revenue/cost sources, at account code level.

This is propagated to the sales denom mart in intermediate.

This is not complete, but should be a good starting point and it enables moving forward with a couple of tickets regarding KPIs revenue refactor and further Finance reporting, by just keeping a single source of truth. It's mostly focusing on the Don't Repeat Yourself

# Checklist

- [X] The edited models and dependants run properly with production data.
- [X] The edited models are sufficiently documented.
- [X] The edited models contain PK tests, and I've ran and passed them.
- [X] I have checked for DRY opportunities with other models and docs.
- [X] I've picked the right materialization for the affected models.

# Other

- [ ] Check if a full-refresh is required after this PR is merged.

First version of accounting aggregations - not complete

Related work items: #26618
2025-01-19 12:20:19 +00:00
Pablo Martin
c3c628aec4 change "tests:" to "data_tests:" 2025-01-13 16:00:35 +01:00
Oriol Roqué Paniagua
38c7cc10df Merged PR 3455: Cleans old Xero KPIs models
# Description

Cleans Xero models for the old KPIs flow, temporary tests and schema entries

# Checklist

- [X] The edited models and dependants run properly with production data.
- [NA] The edited models are sufficiently documented.
- [X] The edited models contain PK tests, and I've ran and passed them.
- [NA] I have checked for DRY opportunities with other models and docs.
- [NA] I've picked the right materialization for the affected models.

# Other

- [ ] Check if a full-refresh is required after this PR is merged.

Related work items: #23760
2024-11-07 11:48:15 +00:00
Oriol Roqué Paniagua
450975301a Merged PR 3373: Setting current KPIs models for deprecation
# Description

Sets up warning for KPIs models that will be deprecated, which are:
* 13 in core
* 2 in xero
* 5 in cross

I will keep alive the cross models that handle the final aggregations for Main KPIs for the time being, as well as the newly created Churn model that has a dependency on the monthly by deal to be filled into the mtd flow. I think handling exposure logic for Main KPIs could be a separated migration.

In other words, this is already quite a bit to migrate.

# Checklist

 **I just checked that dbt compiles correctly**

- [NA] The edited models and dependants run properly with production data.
- [NA] The edited models are sufficiently documented.
- [NA] The edited models contain PK tests, and I've ran and passed them.
- [NA] I have checked for DRY opportunities with other models and docs.
- [NA] I've picked the right materialization for the affected models.

# Other

- [ ] Check if a full-refresh is required after this PR is merged.

Related work items: #23268
2024-10-30 08:54:59 +00:00
Pablo Martin
05d5cc6d10 fix schemas in intermediate 2024-09-12 15:38:50 +02:00
Renamed from models/intermediate/xero/schema.yaml (Browse further)